We currently have two organisations in our group, one uses Zoho and one uses Pipedrive.
The wish is for everyone to use Zoho - but do we have two separate accounts (therefore core customer data being in twice and needing to be maintained in 2 places), or is it possible to have one customer database that is "shared" by bother companies.
Ideally therefore allowing filtering allowing users to filter by company so only seeing the quotes, notes, actions etc that are applicable to their work.
While the director team could effectively see everything in one place - a group pipeline and look at reports on an individual companies pipeline, or from a combined / group perspective.
It is possibly beyond our expertise to make this work, so again any pointers for developers etc that could help deliver this (if it is even possible / or advisable) would be appreciated.
I can see that we can clone the structure of one Zoho CRM so in many ways duplicating what we have and applying it to a different company, loading up a different customer database, logos etc seems like an easier and better way. Any thoughts?